Scott Black’s BHRB Holdings & Trades

First Buy
Q4 2024
Duration Held
4 Quarters
Largest Add
Q4 2024
+4,540 Shares
Current Position
5,184 Shares
$0 Value

Scott Black's BHRB Position Overview

Scott Black (via Delphi Management INC /Ma/) currently holds 5,184 shares of Burke & Herbert Financial Services Corp. (BHRB) worth $0, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.

Based on 13F filings, Scott Black has maintained this position in BHRB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 980 shares. Largest reduction occurred in Q2 2025, reducing 336 shares.

Analysis based on 13F filings available since 2013 Q2

Scott Black's Burke & Herbert Financial Services (BHRB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Burke & Herbert Financial Services (BHRB) Trades by Scott Black

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2024 +4,540 New Buy 4,540 $62.33
Q1 2025 +980 Add 21.59% 5,520 $56.16
Q2 2025 -336 Reduce 6.09% 5,184 $59.80
Q3 2025 -5,184 Sold Out 5,184 $0.00

Scott Black's Burke & Herbert Financial Services Investment FAQs

Scott Black first purchased Burke & Herbert Financial Services Corp. (BHRB) in Q4 2024, acquiring 4,540 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Scott Black has held Burke & Herbert Financial Services Corp. (BHRB) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Scott Black's largest addition to Burke & Herbert Financial Services Corp. (BHRB) was in Q4 2024, adding 4,540 shares worth $283,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 5,184 shares of Burke & Herbert Financial Services Corp. (BHRB), valued at approximately $0. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Burke & Herbert Financial Services Corp. (BHRB) represents approximately 0.00% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Scott Black's peak holding in Burke & Herbert Financial Services Corp. (BHRB) was 5,520 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.